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Current Saint Francis Employees - Please click <a href="http://www.myworkday.com/saintfrancis/d/task/3005$4482.htmld" target="_blank">HERE</a> to login and apply. Full TimeDaysNote: Candidates MUST reside within commuting distance of the Warren Clinic Tower in Tulsa, OK to be considered for this position. Onsite training is mandatory for the first few months before going remote.Shift: Monday - Friday 8:30am - 5:00pmJob Summary: The Authorization Specialist I directly impacts the billing and collections functions of the revenue cycle by ensuring accuracy of insurance information and procuring prior authorization and predetermination for scheduled patient appointments as well as inpatient admissions. Timely facilitation of insurance approval contributes to the accuracy of patient estimates and pre-service collections, patient ease of access to care and serves to prevent denials of claims submitted for payment. Authorization Specialists do not have leadership responsibilities, but are expected to perform duties with a high degree of independence, meeting productivity and quality metrics consistently. Minimum Education: High School Diploma or GED. Licensure, Registration and/or Certification: None. Work Experience: 1 - 2 years relevant experience. 1 year of benefits verification or authorization experience or 2 years of pre-registration experience. Post-secondary education may be substituted for 1 year of experience. Knowledge, Skills and Abilities: Basic healthcare and insurance terminology. Basic computer knowledge and skills. Proficient with office machines, including fax, copier and scanner. Ability to navigate insurance websites to access patient, eligibility and payment information. Good communication skills - written and verbal. Phone-based contact center skills involving multiple-line phone systems. Employee must possess the ability to organize and prioritize work; must be detail oriented. Understanding of a professional business environment. Basic knowledge of medical billing and insurance follow-up activity. Essential Functions and Responsibilities: Monitors patient and/or referrals and/or denials work queues to determine encounters that require pre-registration, verification, authorization, or corrections to ensure proper billing. Works encounters according to assignment and consistently meets daily and weekly productivity goals. Evaluates physician referral and authorization requirements and takes appropriate steps to ensure requirements are met prior to date of procedure. Reviews clinical documentation for CPT/diagnosis code information to support authorization/precertification according to payer guidelines. Accurately monitors, reviews and processes authorizations and validates the requests are accurate, within the required timeline, and in compliance with the applicable insurance guidelines. Coordinates as needed with other departments/ancillary areas for special needs or resources. Counsels clinical partners and/or patients to facilitate additional information when required by payer. Coordinates with patient, referring physician's office and/or referring location, scheduled service area, financial counselors, case manager, and others as appropriate to obtain additional information or provide information on patients' financial status. Documents pertinent information and efforts in computer system based upon department documentation standards. Protects the privacy and security of patient health information to ensure that confidentiality is maintained. Decision Making: Independent judgment in planning sequence of operations and making minor decisions in a complex technical or professional field. Working Relationship: Works directly with patients and/or customers. Works with internal and/or external customers via telephone or face to face interaction. Works with other healthcare professionals and staff. Special Job Dimensions: None.Supplemental Information: This document generally describes the essential functions of the job and the physical demands required to perform the job. This compilation of essential functions and physical demands is not all inclusive nor does it prohibit the assignment of additional duties.Pre-Arrival - Yale CampusLocation:Virtual Office, Oklahoma 73105EOE Protected Veterans/Disability

Saint Francis Health System

Authorization Specialist I

U.S. Department of Veteran Affairs

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SummaryIn this role, you will be part of a dynamic and growing team of professionals that designs comprehensive estate and business plans for clients with complex planning needs. You will provide in-depth case consultation and strategy, and review and analyze legal documents and provide written overviews. You will use your deep planning expertise to develop and deliver customized plans for high-net-worth and ultra-high-net-worth clients and business owners. Deep estate and business planning acumen, strong communication and influence skills, and excellent writing and organizational skills are required.Primary Duties and Responsibilities<ul> <li>Active collaboration with other professionals on the team (attorneys, CFPs, CPAs) and top wealth management advisors to create comprehensive plans for high-net-worth and ultra-high-net-worth clients with an emphasis on estate planning, wealth transfer, business succession, tax mitigation, and executive compensation strategies.</li> <li>Analyze clients’ financial situations to design strategies and drive client decision making.</li> <li>Examine and position solutions with focus on Northwestern Mutual’s approach of integrating investments and life insurance.</li> <li>Lead presentations to advisors and clients to enable client decision making.</li> <li>Collaborate with clients’ outside legal and tax advisors.</li> <li>Responsible for managing workflow in alignment with service level agreements (i.e., delivery of requested analyses and services timely and accurately).</li> <li>Build and leverage relationships with other areas of the company to address unique client circumstances in the high-net-worth and ultra-high-net-worth marketplace and ensure seamless delivery of planning presentation.</li> </ul>Qualifications<ul> <li>JD from an accredited program. Additional advanced degree preferred, such as CFP, CPA, or LL.M.</li> <li>Minimum of 10 years of estate and business planning experience, preferably in a consulting role with clients and/or financial advisors.</li> <li>Extensive experience working directly with high-net-worth clients in advanced estate and business planning, as well as tax planning.</li> <li>Deep knowledge and expertise in planning areas including tax optimization, estate and business succession, and wealth transfer strategies.</li> <li>Series 6 or Series 7 required or obtain within the first 6 months of hire.</li> <li>Home State Insurance License required or obtain within the first 6 months of hire.</li> <li>Strong analytical skills. Requires excellent follow-up, self-management of daily duties, and ability to collaborate with other professionals.</li> <li>Outstanding written and verbal communication skills with the ability to translate complex concepts into client-friendly, understandable, and actionable advice.</li> <li>Proven ability to develop trusting relationships with financial advisors and be a team player.</li> <li>A desire to mentor others is a plus.</li> <li>Experience with planning software (such as MoneyGuidePro, eMoney Advisor, or WealthTec) a plus.</li> </ul>LogisticsWe are open to US-Remote for this role.#LI-Onsite or #LI-Hybrid or #LI-Remote Compensation Range: Pay Range - Start: $149,380.00Pay Range - End:$277,420.00 Geographic Specific Pay Structure: We believe in fairness and transparency. It’s why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you’re living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click <a href="http://careers.northwesternmutual.com/pay-transparency/" target="_blank">here</a> to learn more.Job Posting End Date:The timeline for this job posting may be shortened or extended based on organizational needs.Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!Northwestern Mutual is an <a href="https://www.northwesternmutual.com/equal-employment-opportunity-policy/" target="_blank">equal opportunity employer</a> who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.

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Req ID: 76653 Location: Tulsa -TUL Areas of Interest: Accounting; Bank Operations; Wealth Management Operations Pay Transparency Salary Range: Not Available Application Deadline: 06/29/2025 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas and BOK Financial®. <h2>Bonus Type</h2> Discretionary <h2>Summary</h2> If you're ready to grow your career with a leading provider of sophisticated financial solutions, you've come to the right place. Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first. <h2>Job Description</h2> The Plan Services Specialist I is primarily responsible for ensuring the timely and accurate processing of plans assigned within the group, which typically includes retirement plans of varying levels of complexity, size and relationship sensitivity. Although the position operates within defined policies and procedures, this position has decision making authority and responsibility <h2>Team Culture</h2> All team members have a stake in our success and are encouraged to share their ideas around efficiencies. Our camaraderie, shared decision making, and mutual respect for one another are what make us a successful team. We achieve more together. This team believes in cross-training to achieve the highest level of overall team support. To better assist with daily processing, we focus on load leveling and knowledge sharing to ensure cross-coverage and plan knowledge. We accomplish this through daily huddles and info sessions. <h2>How You'll Spend Your Time</h2> <ul> <li>You will perform all daily and cyclical activities in compliance with applicable regulations, tax laws, and the governing document specific to each retirement plan. </li> <li>You will issue new loans and distributions.</li> <li>You will generate reports and participant statements, while being responsible for quality control. </li> <li>You will research and resolve any cash or asset exceptions. You will investigate and respond to inquiries from Reconciliation, Participant Service Group, or the Relationship Management team regarding problems, complaints, or requests. </li> <li>You will work closely with project coordinators to execute changes in investment selections within plans, fund mappings, or additions.</li> </ul> <h2>Education &amp; Experience Requirements</h2> This level of knowledge is normally acquired through completion of a Bachelor’s Degree in Accounting or Finance or related field and 4-5 years’ experience in a payroll or trust environment; or equivalent work experience. Payroll or benefits experience is strongly preferred. <h2>Working Conditions &amp; Physical Requirements</h2> Office BOK Financial Corporation Group is a stable and financially strong organization that provides excellent training and development to support building the long term careers of employees. With passion, skill and partnership you can make an impact on the success of the bank, customers and your own career! Apply today and take the first step towards your next career opportunity! The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. Please contact <a href="#">recruiting_coordinators@bokf.com</a> with any questions.

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